Commercial Property and Casualty Underwriting Training and Development Consultan
The Mutual Group, Phila, PA, United States
Overview
Job Description The Commercial Underwriting Training and Development Consultant plays a critical role in elevating both the technical underwriting capabilities and agency management proficiency of the underwriting organization. This position is responsible for assessing training needs, designing and developing curriculum, managing the creation and delivery of training content, and evaluating ongoing effectiveness. Department
Underwriting COE Work Arrangement
Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in-office schedule. The initial training period may require additional in‑office days. Accountabilities
Collaborates with Underwriting and Quality Assurance to identify training needs and develop effective, consistent training aligned with underwriting best practices and regulatory requirements. Equips underwriters with the skills needed to manage territories, deliver profitable growth, and build strong agency partnerships. This includes pipeline and portfolio management, agency planning, and execution of jointly developed action plans in collaboration with Distribution. Coordinates all phases of curriculum design and development across multiple underwriting roles. Provides a structured onboarding program for external hires. Partners with key business areas (Distribution, Quality Audit, Product, Claims, Loss Control, Actuarial) to integrate relevant subject matter into training programs. Ensures underwriting excellence in risk selection, pricing, coverage analysis, data‑driven decision making, and territory management. Develops varied and flexible training materials and delivery methods including in‑person, virtual, and digital/on‑demand content, supplemented by third‑party resources as needed. Delivers continuous training on products, processes, guidelines, and market intelligence. Develops and maintains a centralized training records database for all underwriting personnel. Monitors employee development and evaluates training program effectiveness, updating curriculum as appropriate. Training Needs Assessment
Utilizes underwriting file audits, production results, profit metrics, and agency survey findings to identify targeted training needs. Communication & Change Management
Coordinates communication of underwriting guideline and procedural changes to internal staff and appropriate external stakeholders. Process & Strategy Support
Participates in strategic initiatives related to continuous improvement and operational excellence. Qualifications
Bachelor’s degree or equivalent work experience in a training-related field required. Minimum 3 years of commercial property and casualty underwriting training experience. Strong oral and written communication skills. Proficiency in Microsoft Office (Excel, PowerPoint, SharePoint). Experience developing onboarding programs for technical or functional teams. Ability to assess training needs using Quality Audit findings and production metrics. Experience providing structured feedback to new hires throughout onboarding. Broad understanding of P&C insurance terminology, practices, processes, and regulations. Ability to work effectively within a matrixed team environment. Strong verbal and written communication skills, with the ability to convey information clearly and concisely. Excellent organizational skills and the ability to manage high work volume and tight deadlines. Proficiency in data analytics and Excel to support portfolio objectives, underwriting decisions, and corporate initiatives. Pay Range
Anticipated Hiring Range: $70,000 - $100,000 annual base salary depending on experience, qualifications, and geographic location Benefits
We are proud to offer our full-time regular employees a robust benefits suite that includes: Competitive base salary plus incentive plans for eligible team members 401(K) retirement plan that includes a company match of up to 6% of your eligible salary Free basic life and AD&D, long-term disability and short-term disability insurance Medical, dental and vision plans to meet your unique healthcare needs Wellness incentives Generous time off program that includes personal, holiday and volunteer paid time off Flexible work schedules and hybrid/remote options for eligible positions Educational assistance Equal Opportunity Employer
The Mutual Group is an Equal Opportunity Employer. It is our policy to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal Your Rights Under USERRA Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact
Talent@themutualgroup.com . Employment Verification
The Mutual Group participates in the
E-Verify
program and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You are protected from
employment discrimination
based on your citizenship status and national origin. E-Verify Program Overview E-Verify Participation Poster All offers of employment are contingent upon the successful completion of a background check. #TMG
#J-18808-Ljbffr
Job Description The Commercial Underwriting Training and Development Consultant plays a critical role in elevating both the technical underwriting capabilities and agency management proficiency of the underwriting organization. This position is responsible for assessing training needs, designing and developing curriculum, managing the creation and delivery of training content, and evaluating ongoing effectiveness. Department
Underwriting COE Work Arrangement
Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in-office schedule. The initial training period may require additional in‑office days. Accountabilities
Collaborates with Underwriting and Quality Assurance to identify training needs and develop effective, consistent training aligned with underwriting best practices and regulatory requirements. Equips underwriters with the skills needed to manage territories, deliver profitable growth, and build strong agency partnerships. This includes pipeline and portfolio management, agency planning, and execution of jointly developed action plans in collaboration with Distribution. Coordinates all phases of curriculum design and development across multiple underwriting roles. Provides a structured onboarding program for external hires. Partners with key business areas (Distribution, Quality Audit, Product, Claims, Loss Control, Actuarial) to integrate relevant subject matter into training programs. Ensures underwriting excellence in risk selection, pricing, coverage analysis, data‑driven decision making, and territory management. Develops varied and flexible training materials and delivery methods including in‑person, virtual, and digital/on‑demand content, supplemented by third‑party resources as needed. Delivers continuous training on products, processes, guidelines, and market intelligence. Develops and maintains a centralized training records database for all underwriting personnel. Monitors employee development and evaluates training program effectiveness, updating curriculum as appropriate. Training Needs Assessment
Utilizes underwriting file audits, production results, profit metrics, and agency survey findings to identify targeted training needs. Communication & Change Management
Coordinates communication of underwriting guideline and procedural changes to internal staff and appropriate external stakeholders. Process & Strategy Support
Participates in strategic initiatives related to continuous improvement and operational excellence. Qualifications
Bachelor’s degree or equivalent work experience in a training-related field required. Minimum 3 years of commercial property and casualty underwriting training experience. Strong oral and written communication skills. Proficiency in Microsoft Office (Excel, PowerPoint, SharePoint). Experience developing onboarding programs for technical or functional teams. Ability to assess training needs using Quality Audit findings and production metrics. Experience providing structured feedback to new hires throughout onboarding. Broad understanding of P&C insurance terminology, practices, processes, and regulations. Ability to work effectively within a matrixed team environment. Strong verbal and written communication skills, with the ability to convey information clearly and concisely. Excellent organizational skills and the ability to manage high work volume and tight deadlines. Proficiency in data analytics and Excel to support portfolio objectives, underwriting decisions, and corporate initiatives. Pay Range
Anticipated Hiring Range: $70,000 - $100,000 annual base salary depending on experience, qualifications, and geographic location Benefits
We are proud to offer our full-time regular employees a robust benefits suite that includes: Competitive base salary plus incentive plans for eligible team members 401(K) retirement plan that includes a company match of up to 6% of your eligible salary Free basic life and AD&D, long-term disability and short-term disability insurance Medical, dental and vision plans to meet your unique healthcare needs Wellness incentives Generous time off program that includes personal, holiday and volunteer paid time off Flexible work schedules and hybrid/remote options for eligible positions Educational assistance Equal Opportunity Employer
The Mutual Group is an Equal Opportunity Employer. It is our policy to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal Your Rights Under USERRA Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact
Talent@themutualgroup.com . Employment Verification
The Mutual Group participates in the
E-Verify
program and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You are protected from
employment discrimination
based on your citizenship status and national origin. E-Verify Program Overview E-Verify Participation Poster All offers of employment are contingent upon the successful completion of a background check. #TMG
#J-18808-Ljbffr